Financial Planning / Retirement Questions

I am a 77 yr old single woman who only has money in a bank and 2 cd's. should i..

Terry, I am 66 and plan to work until I am 70. I am in the 28% tax bracket and..

I am a retired conservative and by choice passive investor. On your recommendation I have consolidated my 401K’s and removed..

I'm am 56 with 30 years of employment . Which at this point I can retire but want to make..

You had an article about finding a broker. Not just a stock broker but a certified financial planner - a..

Hi Terry, I'm in my 50's and I have some cash in my 401 but nearly not enough to retire..

Hi Terry, loved you for years! I left an employer that I worked for seven years and I left my..

Hi Terry I met with a financial advisor today She's from Wintrust. She recommends that i roll over my employer..

How much cash can I give adult children with no tax paid by them?

Is it true as you get older (I am 70) that your allocations should be adjusted to reflect 70% in..

Terry, I currently have 26,000 in loans that I am ahead on paying by 2,000$. I have a mortgage that..

I am in the same position at your father - not quite understanding how the loan, and principal limit ($..

I have a small pension from Sears and they have offered me a lump sum. I am 62 and planned..

Terry, I recently sold some real estate and need to know where to invest so I can supplement my social..

My father recently died and had a life insurance policy for my brothers and myself. We've received the checks from..

I just retired on the 18th. I have a good sum of money in my 457. They have some good..

Terry, With your help 10 years ago, I was able to move $140,000 from a traditional IRA to a Roth..

"Since there is no special taxation benefit for dividends on stocks these days, it really doesn’t matter how the money..

I have so many credit cards. Several that I don't use anymore. I would like to get rid of some..

Recently turned 70. Have $10,000 in old 401k from past employer. Also have $10,000 in retirement from another past employer,..